Pular para o conteúdo
Credit Currents – Moody’s Ratings

Credit Currents – Moody’s Ratings

NovoAI-Powered Cyberattacks: Cyber Risk, AI Guardrails and Credit Implications19 de outubro de 2026 · 14 min
Episódios
125
Publicação
quinzenal
Último episódio
19 out 2026
SiteFeed RSS

Sobre o podcast

Join Moody’s Ratings’ analysts every other Thursday as they break down the biggest stories in credit and why they matter.

Episódios 125

  1. AI-Powered Cyberattacks: Cyber Risk, AI Guardrails and Credit Implications

    14 minTemporada 4 · Episódio 14

    As AI systems become more capable, they are changing the nature of cyber risk. Reports of AI agents accessing external systems have intensified questions about how organizations can defend themselves, where …

    Notas do episódio

    As AI systems become more capable, they are changing the nature of cyber risk. Reports of AI agents accessing external systems have intensified questions about how organizations can defend themselves, where regulation fits in, and what this evolving threat landscape could mean for credit risk. In this episode of Credit Currents, Moody's analysts explore the opportunities and challenges at the intersection of AI and cybersecurity, including developments involving OpenAI, Hugging Face and Anthropic 

     

    Learn more at our Cyber Credit Conference in New York on December 1: https://mdy.link/3WarHMh  

     

    Host:

    Giulia Calcabrini, Assistant Vice President, Moody’s Ratings 

    Guests:  

    Charleyne Biondi, Vice President - Digital Finance and AI Analytics, Moody’s Ratings 

    Leroy Terrelonge, Senior Vice President - Cyber Credit Risk, Moody’s Ratings 

     

    Related Research:  

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. Why Canada May Rethink Its Global Trade Strategy

    11 minTemporada 4 · Episódio 13

    A raft of new US tariffs on Canadian goods has come into effect, raising questions about whether Canada can withstand the economic fallout from tensions with its key trading partner. Trade is sure to be top of …

    Notas do episódio

    A raft of new US tariffs on Canadian goods has come into effect, raising questions about whether Canada can withstand the economic fallout from tensions with its key trading partner. 

    Trade is sure to be top of mind in October, as Canadian Prime Minister Mark Carney prepares to meet with top European Union officials at a summit in Montréal. 

    We speak with Moody’s Ratings’ lead analyst for Canada about the potential credit impact across sectors and whether the country could forge new alliances.  

    Host: Patrick Ronk, Vice President, Moody’s Ratings 

    Guest: Sarah Carlson, Senior Vice President, Moody’s Ratings 

    Related Research:  

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. Why Patent Cliffs Are Fueling Pharmaceutical M&A

    11 minTemporada 4 · Episódio 12

    Pharma M&A is on track to exceed $160 billion this year, its highest level since before the pandemic. With $300 billion of revenue exposed to patent expirations over the next five years, drugmakers are turning …

    Notas do episódio

    Pharma M&A is on track to exceed $160 billion this year, its highest level since before the pandemic. With $300 billion of revenue exposed to patent expirations over the next five years, drugmakers are turning to acquisitions to replenish pipelines and replace lost revenue. GLP-1 weight-loss drugs, along with oncology and neuroscience, key areas driving deal activity. 

     

    Host: Chandra Ghosal, Vice President, Moody’s Ratings 

    Guest: Michael Weinstein, Executive Director, Moody’s Ratings 

      

    Related Research:  

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. Can the US power grid keep up with data center demand?

    12 minTemporada 4 · Episódio 11

    Data center growth is accelerating, but access to electricity is becoming a critical constraint. This episode of Credit Currents examines how utilities, developers and policymakers are adapting to unprecedented …

    Notas do episódio

    Data center growth is accelerating, but access to electricity is becoming a critical constraint. This episode of Credit Currents examines how utilities, developers and policymakers are adapting to unprecedented power demand driven by AI and cloud computing.

     

    Host: Patrick Ronk, Vice President, Moody’s Ratings 

    Guest: Ryan Wobbrock, Senior Vice President, Moody’s Ratings

     

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. AI, Jobs and Productivity: What the Data Is Really Showing

    14 minTemporada 4 · Episódio 10

    AI adoption is accelerating across businesses and workplaces, but its economic impact remains difficult to measure. In this episode of Credit Currents, we examine the disconnect between rising AI usage and …

    Notas do episódio

    AI adoption is accelerating across businesses and workplaces, but its economic impact remains difficult to measure. In this episode of Credit Currents, we examine the disconnect between rising AI usage and labor market and productivity outcomes. What are the drivers behind the gap, lessons we can use from the dot-com era, and the key metrics investors should watch as AI investment continues to grow? Listen now to find out. 

     

    Host: Greg Sobel, Vice President, Moody’s Ratings 

    Guests: Gabriel Agostini, Assistant Vice President, Credit Strategy and Standards, Moody’s Ratings 

     

    Related Research:  

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. Big Tech’s AI Spending Surge: What It Means for Credit Risk

    15 minTemporada 4 · Episódio 9

    AI may have begun as a technology race, but it is increasingly becoming a race for capital and infrastructure. As hyperscalers invest at unprecedented levels, a SpaceX IPO and potential offerings from OpenAI …

    Notas do episódio

    AI may have begun as a technology race, but it is increasingly becoming a race for capital and infrastructure. As hyperscalers invest at unprecedented levels, a SpaceX IPO and potential offerings from OpenAI and Anthropic, are offering new insights into the financing needs, transparency and credit dynamics shaping the industry's next phase.

    Host: Chandra Ghosal, Vice President, Moody’s Ratings

    Guest: Kevin McNeil, Vice President, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. Next-Gen Payments and Digital Frontiers: Speed, Risk and Adoption

    11 minTemporada 4 · Episódio 8

    Instant, low-cost cross-border payments are moving closer to reality as blockchain, stablecoins and tokenization reshape financial infrastructure. This episode explores how distributed ledger technology can …

    Notas do episódio

    Instant, low-cost cross-border payments are moving closer to reality as blockchain, stablecoins and tokenization reshape financial infrastructure. This episode explores how distributed ledger technology can enable faster, more transparent transactions while improving liquidity management through automation and smart contracts.

    Adoption remains gradual, with regulatory uncertainty, interoperability challenges and the need for market confidence continuing to shape progress. The discussion also examines Moody’s stablecoin methodology, the role of AI in fraud detection and liquidity forecasting, and key risks across technology, cybersecurity and regulation.

    Featuring insights from Moody’s analysts Greg Sobel and Lucas Viegas.

    Host: Greg Sobel, Vice President, Moody’s Ratings

    Guest: Lucas Viegas, Vice President, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Why the K-Shaped Economy Threatens US Growth

    20 minTemporada 4 · Episódio 7

    Is the US economy increasingly dependent on high-income consumers? In this episode of “Credit Currents,” Mark Zandi, Chief Economist at Moody’s Analytics, and Atsi Sheth, Chief Credit Officer at Moody’s …

    Notas do episódio

    Is the US economy increasingly dependent on high-income consumers?

    In this episode of “Credit Currents,” Mark Zandi, Chief Economist at Moody’s Analytics, and Atsi Sheth, Chief Credit Officer at Moody’s Ratings, examine the reality of the K-shaped economy.

    They explore how the top 20% of earners now drive roughly 60% of spending, while lower-income households face mounting pressure from rising costs of essentials like food, fuel and housing.

    From premium airline demand to tightening credit conditions and weakening real income growth, this episode highlights why economic growth may appear stable, but is becoming increasingly fragile and concentrated.

    Host:

    Patrick Ronk, Vice President, Moody’s Ratings

    Guests:

    Mark Zandi, Chief Economist, Moody’s Analytics

    Atsi Sheth, Chief Credit Officer, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  9. Private Credit: “Bad Vibes” and the Changing Conversation

    15 minTemporada 4 · Episódio 6

    Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline. At our flagship “Credit Frontiers” event, we sat down with Moody’s leaders to discuss …

    Notas do episódio

    Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline.

    At our flagship “Credit Frontiers” event, we sat down with Moody’s leaders to discuss what’s behind these “bad vibes” about private credit and what they’re hearing from market participants about the trajectory of the asset class.

    Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s Ratings

    Guests:

    • Marc Pinto, Managing Director, Global Head of Private Credit, Moody’s Ratings
    • David Hamilton, Managing Director, Head of Asset Management Research, Moody’s Analytics

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  10. An Era of Pragmatic Transition: What’s Next for Energy Markets

    11 minTemporada 4 · Episódio 5

    What comes next for sustainable finance debt markets? The energy transition’s momentum has shifted towards more pragmatic rationales, including energy security, sovereignty and critical supply chain resilience …

    Notas do episódio

    What comes next for sustainable finance debt markets?

    The energy transition’s momentum has shifted towards more pragmatic rationales, including energy security, sovereignty and critical supply chain resilience.

    In this episode, we discuss why, despite headwinds arising from global trade tensions, Asia remains a contributing force for the “pragmatic transition”, the favorable conditions supporting renewable investment, as well as the opportunities for both the public and private sectors.

    Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s Ratings

    Guest: Rahul Ghosh, Managing Director, Head of Global Sustainable Finance & Emerging Markets, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  11. Stablecoins, Tokenization and the Future of Finance

    11 minTemporada 4 · Episódio 4

    Asset tokenization and digital money, including stablecoins, are moving from the margins of finance toward the core of market infrastructure, spurring banks and other market participants to adapt their approach …

    Notas do episódio

    Asset tokenization and digital money, including stablecoins, are moving from the margins of finance toward the core of market infrastructure, spurring banks and other market participants to adapt their approach to blockchain technology.

    In this episode of Credit Currents, we explore why trust and regulation are central to adoption of tokenized assets, and how a gradual move in this direction could reshape payments, settlement and credit markets.

    The conversation explores both the promise of faster, always‑on transactions and the practical challenges that will shape how quickly digital finance takes hold.

    Host: Greg Sobel, Vice President, Senior Credit Officer, Moody’s Ratings

    Guest: Donald Robertson, Managing Director, Financial Institutions, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  12. Banking Rules are Changing: Here’s Why it’s Net Negative for Credit

    12 minTemporada 4 · Episódio 3

    There could be big changes coming to longstanding bank regulations. With earnings season heating up, the discussion over capital rules is back in focus. Credit Currents is on the ground in Washington, D.C. as …

    Notas do episódio

    There could be big changes coming to longstanding bank regulations. With earnings season heating up, the discussion over capital rules is back in focus.

    Credit Currents is on the ground in Washington, D.C. as the world's top policymakers and regulators attend meetings with the World Bank, International Monetary Fund (IMF) and Institute of International Finance (IIF).

    We unpack what looser capital requirements could mean, the implications for credit, and how regulators and the US Federal Reserve are responding.

    Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody’s Ratings

    Guest: Megan Fox, Associate Managing Director, Financial Institutions Group, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  13. US-Iran Ceasefire: The Risks Affecting Credit Markets

    12 minTemporada 4 · Episódio 2

    A temporary truce between the US and Iran is contingent on the reopening of the Strait of Hormuz, but disruptions to global supply chains, energy markets, oil prices and various sectors are still risks to …

    Notas do episódio

    A temporary truce between the US and Iran is contingent on the reopening of the Strait of Hormuz, but disruptions to global supply chains, energy markets, oil prices and various sectors are still risks to credit quality.

    In our latest episode of Credit Currents, taped hours before the news broke, we discuss the ways geopolitical shocks ripple through sectors, whether there could be an impact on issuer ratings or outlooks, and why some sectors like defense are less affected.

    Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody’s Ratings

    Guest: Nick Hill, Global Head of Credit Strategy and Guidance, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  14. Why Netflix is Still a Winner After Bidding War with Paramount

    12 minTemporada 4 · Episódio 1

    Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still …

    Notas do episódio

    Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s offer comes with huge debt.

    In this first episode of Credit Currents, a new video podcast series from Moody’s Ratings, we reveal the stakes at play for traditional film and TV studios, the exponential value of intellectual property (IP), and how massive acquisitions can create credit risk.

    We also consider the potentially significant impact of AI on viewing habits and customer preferences.

    Host: Patrick Ronk, Vice President, Senior Analyst, Moody’s Ratings

    Guest: Emile El Nems, Vice President, Senior Credit Officer, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  15. Introducing: Credit Currents, a new Moody's Ratings video podcast

    1 minTemporada 4Trailer

    Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still …

    Notas do episódio

    Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s offer comes with huge debt.

    In this first episode of Credit Currents, a new video podcast series from Moody’s Ratings launching on April 2, 2026, we reveal the stakes at play for traditional film and TV studios, the exponential value of intellectual property (IP), and how massive acquisitions can create credit risk.

    We also consider the potentially significant impact of AI on viewing habits and customer preferences.

    Host: Patrick Ronk, Vice President, Senior Analyst, Moody’s Ratings

    Guest: Emile El Nems, Vice President, Senior Credit Officer, Moody’s Ratings

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  16. Emerging market credit conditions will continue gradual, fragile improvement in 2025

    21 minTemporada 3 · Episódio 48

    Corporate and sovereign default rates are decreasing as GDP growth, slowing inflation and monetary easing aid debt management. But EMs face a number of credit risks including potential US tariffs.Guest …

    Notas do episódio

    Corporate and sovereign default rates are decreasing as GDP growth, slowing inflation and monetary easing aid debt management. But EMs face a number of credit risks including potential US tariffs.

    Guest: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody’s Ratings

    Host: Colin Ellis, Managing Director, Credit Strategy & Guidance, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  17. How the US election could shape global credit conditions

    20 minTemporada 3 · Episódio 47

    In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors …

    Notas do episódio

    In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change.

    Guests: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's Ratings

    Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  18. Positive credit stories emerging in a handful of Sub-Saharan African countries

    17 minTemporada 3 · Episódio 46

    Institutional reforms, policy reversals, debt restructurings and the prospect of new hydrocarbon production are leading to gradual improvement in some sovereigns’ creditworthiness from weak levels.Guest: John …

    Notas do episódio

    Institutional reforms, policy reversals, debt restructurings and the prospect of new hydrocarbon production are leading to gradual improvement in some sovereigns’ creditworthiness from weak levels.

    Guest: John Walsh, Analyst, Sovereign Risk Group, Moody's Ratings

    Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  19. Geopolitical risk shapes creditworthiness for host of APAC governments

    15 minTemporada 3 · Episódio 45

    Risk exposure is highest for those directly involved in the region’s three main hotspots. But the knock-on economic effects of the tensions have the potential to hurt, or help, other APAC governments.Guest …

    Notas do episódio

    Risk exposure is highest for those directly involved in the region’s three main hotspots. But the knock-on economic effects of the tensions have the potential to hurt, or help, other APAC governments.

    Guest: Anushka Shah, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody's Ratings

    Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

    Related Research:


    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  20. Corporate credit quality in India, Indonesia remains robust despite sectoral differences

    15 minTemporada 3 · Episódio 44

    India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth.Guests: Rachel Chua, VP-Senior …

    Notas do episódio

    India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth.

    Guests: Rachel Chua, VP-Senior Analyst; Sweta Patodia, AVP-Analyst

    Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  21. Latin American national oil companies face hurdles in reducing greenhouse gas emissions

    15 minTemporada 3 · Episódio 43

    Challenges include the region’s reliance on fossil fuels to meet energy demand amid population growth, the companies’ weak financials and governments’ reliance on revenue from oil and gas producers.Guests …

    Notas do episódio

    Challenges include the region’s reliance on fossil fuels to meet energy demand amid population growth, the companies’ weak financials and governments’ reliance on revenue from oil and gas producers.

    Guests: Roxana Munoz and Carolina Chimenti, both Vice President - Senior Analysts, Corporate Finance Group, Moody's Ratings

    Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

    Related research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  22. Central bank push to tame inflation boosts credit quality of Turkish sovereign, companies

    14 minTemporada 3 · Episódio 42

    Rate hikes in Turkiye have slowed inflation, and confidence in the country’s currency is increasing. The sovereign’s creditworthiness is improving as a result, along with that of Turkish companies.Guests …

    Notas do episódio

    Rate hikes in Turkiye have slowed inflation, and confidence in the country’s currency is increasing. The sovereign’s creditworthiness is improving as a result, along with that of Turkish companies.

    Guests: Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group, Moody’s Ratings; Iker Ballestero Barrutia, Analyst, Corporate Finance Group, Moody's Ratings

    Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  23. Kenya protests highlight transmission of social risk to sovereign creditworthiness

    14 minTemporada 3 · Episódio 41

    The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too.Guest: David Rogovic, Vice President …

    Notas do episódio

    The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too.

    Guest: David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings

    Host: Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  24. Steady GDP growth continues for emerging markets, with wide variation by country

    20 minTemporada 3 · Episódio 40

    We have revised our aggregate EM forecast up slightly to 3.9% for 2024-25 to reflect faster-than-expected growth in some of the largest EMs so far this year. Disinflation continues but is slowing.Speaker …

    Notas do episódio

    We have revised our aggregate EM forecast up slightly to 3.9% for 2024-25 to reflect faster-than-expected growth in some of the largest EMs so far this year. Disinflation continues but is slowing.

    Speaker: Madhavi Bokil, Senior Vice President, Credit Strategy at Moody's Ratings

    Host: Vittoria Zoli, Analyst, Emerging Markets at Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  25. South Africa’s creditworthiness with a new coalition government

    13 minTemporada 3 · Episódio 39

    The creation of a coalition government following 29 May elections will likely support broad policy continuity and reforms, but the risk of government instability and ineffectiveness is significant.Guest …

    Notas do episódio

    The creation of a coalition government following 29 May elections will likely support broad policy continuity and reforms, but the risk of government instability and ineffectiveness is significant.

    Guest: Aurelien Mali, Vice President-Senior Credit Officer, Sovereign Risk Group, Moody's Ratings

    Host: Scott Phillips, Associate Managing Director, Credit Strategy & Research, Moody's Ratings

    Related research:



    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  26. Views from Moody’s Global Emerging Markets 2024 virtual event

    15 minTemporada 3 · Episódio 38

    Moody’s Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots.Host: Scott Phillips …

    Notas do episódio

    Moody’s Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots.

    Host: Scott Phillips, Associate Managing Director, Moody’s Ratings

    Related Research:

    To learn more, visit the Emerging Markets topic page.

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  27. Frontier markets: higher risk, higher potential returns

    19 minTemporada 3 · Episódio 37

    Join Scott Phillips, head of EM at Moody’s Ratings, and Maciej Woznica, portfolio manager at asset management firm Coeli, for a tour of the least-developed emerging markets.Guest: Maciej Woznica, Portfolio …

    Notas do episódio

    Join Scott Phillips, head of EM at Moody’s Ratings, and Maciej Woznica, portfolio manager at asset management firm Coeli, for a tour of the least-developed emerging markets.

    Guest: Maciej Woznica, Portfolio Manager, Coeli

    Host: Scott Phillips, Associate Managing Director, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  28. Speculative-grade default rate for emerging market companies improves with macro conditions

    14 minTemporada 3 · Episódio 36

    The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes.Guest: Yang Liu, Vice …

    Notas do episódio

    The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes.

    Guest: Yang Liu, Vice President - Senior Analyst, Moody's Ratings

    Host: Scott Phillips, Associate Managing Director, Moody’s Ratings

    Related Research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  29. Middle East: from geopolitical tensions to Islamic finance

    16 minTemporada 3 · Episódio 35

    Moody’s analysts discuss the increased risk for sovereigns from escalation of the Israel-Iran conflict, and then shift to the growing demand for Islamic finance.Guests: Christian Fang, Vice President – Senior …

    Notas do episódio

    Moody’s analysts discuss the increased risk for sovereigns from escalation of the Israel-Iran conflict, and then shift to the growing demand for Islamic finance.

    Guests: Christian Fang, Vice President – Senior Analyst, Sovereign Risk Group, Moody’s Ratings; Badis Shubailat, Assistant Vice President – Analyst, Financial Institutions Group, Moody’s Ratings

    Host: Vittoria Zoli, Analyst, Emerging Markets, Moody’s Ratings

    Related research:

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  30. EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows

    11 minTemporada 3 · Episódio 34

    Growth will slow in 2024 then stabilize in 2025 in most emerging markets. We have raised our forecasts for Asia, Central-Eastern Europe, the Middle East and Africa but lowered them for Latin America.Host: Scott …

    Notas do episódio

    Growth will slow in 2024 then stabilize in 2025 in most emerging markets. We have raised our forecasts for Asia, Central-Eastern Europe, the Middle East and Africa but lowered them for Latin America.

    Host: Scott Phillips, Head of Emerging Markets, Moody's Ratings

    Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Ratings

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aqui estão os 40 episódios mais recentes de 125. Os mais antigos estão no feed do podcast.

Este podcast é seu?

Confirme com uma entrada no seu feed: você recebe um código aqui, adiciona como podcast:txt no canal do seu feed e nós verificamos. Depois disso, seu podcast aparece como “verificado” no SoundNode.

Configurações

Exibição

Idioma

Define quais estações você vê primeiro na página inicial.

Histórico

As rádios e episódios ouvidos recentemente e suas últimas buscas ficam só neste navegador.

Avisos

Um aviso rápido quando um podcast que você segue tem um episódio novo. Desative podcasts individuais pelo sino na página deles.

Conta

Salve favoritos – no app e no site.

Atalhos de teclado

/
Abrir busca
Espaço
Reproduzir ou pausar
← →
No player: voltar 15 s, avançar 30 s (episódios) · na fileira: próximo bloco
↑ ↓
Na fileira: alvo dentro do bloco
Home / End
Na fileira: primeiro ou último bloco
Esc
Fechar janela ou menu
?
Esta visão geral
Tocando agora

Ir para a estação

A seguir

    Adicione episódios com “A seguir” – eles tocam depois do episódio atual.